Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,459
+$835 QoQ
Shares Held
44
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,873
of 1,955 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026PlanVest Financial, Inc holds $34,618 across 2 Oil & Gas Refining & Marketing names. VLO ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
137 | $23,159 | |
| 2 | VLO |
Valero Energy Corp/Tx
This page
|
44 | $11,459 |
All Filings in VLO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,459 | 44 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,624 | 43 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||